Ding-a-ling Santa Stavros on Happy Hour now + Refining Conference

By Paul Sankey Published on December 18, 2025 at 2:12 PM

Chris Stavros Happy Hour now at 4pm ET. https://sankeyresearch.com/conference/sankey-strategy-session-magnolia-ceo-chris-stavros-interest-form/ Refining conference! Jan 5 @10:00am – Marathon Petroleum – Maryann Mannen, CEO + team Jan 5 @11:15am – Greg Goff – Senior Refining Executive Jan 5 @1:00pm – Delek – Avigan Soreq, CEO & Mohit Bhardwaj, IR Jan 5 @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9 @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12 @3:30pm – Phillips66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Jeff Dietert, IR Feb 4 @4:00pm – VLO – Lane Riggs + …

It’s Coming Home… Refining’s Coming Home

By Paul Sankey Published on December 3, 2025 at 11:45 AM

Tomorrow 4th December 4pm ET delighted to say we have James Walter, Co-CEO of Permian Resources, on our weekly Strategy Session. Like Rich Kruger, Suncor CEO, who was a guest a couple of weeks ago, these are not CEOs that appear at every Dog & Pony show, by any means, so it is a real pleasure to talk to James, who we can safely say, is impressive. Co-CEOS Hickey and Walter had enormous success with …

Sunday Carmen & the Horn of Plenty

By Paul Sankey Published on November 30, 2025 at 7:41 PM

Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some …